Bloom Energy
315 hedge funds and large institutions have $2.33B invested in Bloom Energy in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 97 increasing their positions, 88 reducing their positions, and 43 closing their positions.
60% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 43
25% more call options, than puts
Call options by funds: $110M | Put options by funds: $87.6M
19% more capital invested
Capital invested by funds: $1.95B → $2.33B (+$375M)
10% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 88
8% more funds holding
Funds holding: 292 → 315 (+23)
6.62% more ownership
Funds ownership: 77.11% → 83.73% (+6.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$46.2M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$38.3M |
| 3 |
CAM
Contour Asset Management
New York
|
+$37.7M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$31.8M |
| 5 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$93.3M |
| 2 |
CC
Covalis Capital
London,
United Kingdom
|
-$20.2M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$13.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.83M |
| 5 |
ClearBridge Investments
New York
|
-$8.06M |
BE Hedge Fund Activity: Q2 2024 in Review
315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2024, worth a combined $2.33B — up 19% from $1.95B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new BE positions and 43 closed out — a net gain of 26 holders — while 97 added to existing stakes and 88 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $46.2M. The largest seller was BlackRock, cutting an estimated $93.3M.
- 315 institutional investors held Bloom Energy (BE) as of Q2 2024, up from 292 in Q1 2024.
- Funds reported $2.33B of Bloom Energy stock for Q2 2024, up 19% quarter-over-quarter.
- 69 funds opened new Bloom Energy positions in Q2 2024 and 43 closed out, a net change of +26 holders.
- The largest Bloom Energy buyer in Q2 2024 was Morgan Stanley, an estimated $46.2M added.
- The largest Bloom Energy seller in Q2 2024 was BlackRock, an estimated $93.3M sold.
Based on aggregated 13F filings for Q2 2024.